+12.6%
MGY vs MOH
+43.5%
-30.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.3% | +5.0% | +0.6% |
| 7D | -10.3% | +8.9% | -19.2% | -10.3% |
| 30D | -1.8% | +11.0% | -12.8% | -1.9% |
| 3M | -0.1% | +11.0% | -11.1% | -0.3% |
| 6M | -22.8% | +12.7% | -35.5% | -23.1% |
| YTD | +9.5% | +24.8% | -15.3% | +7.4% |
| 1Y | +12.6% | +44.7% | -32.1% | +8.6% |
| All | +12.6% | +43.5% | -30.9% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded MOH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling